Oct. 28, 2026

Will The Fed Hike Rates, AI Gets Its Swagger Back, And The Anthropic IPO Insanity | Money Moves

Will The Fed Hike Rates, AI Gets Its Swagger Back, And The Anthropic IPO Insanity | Money Moves
Will The Fed Hike Rates, AI Gets Its Swagger Back, And The Anthropic IPO Insanity | Money Moves
MILLIONAIRE MINDCAST
Will The Fed Hike Rates, AI Gets Its Swagger Back, And The Anthropic IPO Insanity | Money Moves
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Season 10

The upcoming FOMC meeting takes center stage as Ryan Breedwell breaks down why another interest rate hike may fail to cool the economy when core inflation drivers like oil remain elevated. The discussion also explores surprising new real estate data showing that new construction homes are currently selling for a $29,000 discount compared to existing homes due to drastic differences in supply inventory.

Beyond macroeconomics, the episode tackles the widespread market skepticism surrounding artificial intelligence and massive tech capital expenditures. By drawing parallels to the early days of ETF investing, the conversation highlights why the AI bubble narrative misses the mark, how hyperscaler consolidation will play out, and what the potential $100 billion Anthropic IPO means for the future of tech investing.


KEY TOPICS DISCUSSED

  • The $7.5 billion Pokemon card market cap and the rise of alternative collectibles
  • FOMC rate decision expectations and the 92.8% probability of a rate pause
  • New home sales beating expectations at 676,000
  • Why new construction homes are cheaper than existing homes for the first time in 50 years
  • Consumer confidence jumping from 84.2 to 91.7 ahead of retail season
  • Wage growth versus inflation and the ongoing erosion of consumer purchasing power
  • Debt market warnings regarding AI data centers from Chamath Palihapitiya and Elon Musk
  • The highly anticipated Anthropic IPO and its complex share lockup schedule


KEY TAKEAWAYS

  • New construction is currently the more affordable real estate option, as builders sit on 8.5 months of inventory compared to the 4.8 months of existing home supply.
  • Consumer confidence unexpectedly jumped to 91.7, signaling strong retail potential despite prices rising faster than wages for the first time since 2023.
  • The skepticism surrounding the AI market mirrors the early pushback against ETFs; while some consolidation is inevitable, long-term productivity gains will likely justify the CapEx.
  • Market cap-weighted indexes heavily favor tech giants like Meta and Nvidia because they rank highest in free cash flow, showing that investors are actively rewarding cash generation.
  • The upcoming Anthropic IPO, potentially valued up to $100 billion, features one of the most complex lockup schedules seen in recent market history.


CONNECT & TAKE ACTION

  • Explore luxury living and investment opportunities at Skyline OC by visiting skylineocresidences.com

  • Text "X-RAY" to 844-777-1434 for a complimentary investment portfolio review to check fees and restructure your strategy.

  • Text "INCOME" to 844-777-1434 to receive the full investor presentation for the Imagos Income Fund and generate consistent monthly passive income.

  • Follow Matty A. on all social platforms at @officialmattya.